How to plan goals in Notion: template + organise your everyday life πŸ“†

In this post I want to show you how I use Notion to plan out my goals for the year and organise my life. Because how do you actually make a plan? To achieve your goals, it is important to break them down into smaller parts and plan out carefully when you will do what. I also use this planning system in general to plan all my daily tasks and to do’s. Keep reading to see my all-in-one goals and life planner for an entire year.

 

What is Notion?

Let’s start at the beginning: what is Notion? Notion is an application for all your productivity needs. Instead of working with a bunch of apps, you can organise all your projects, documents and to do’s in Notion. 

Notion works with different blocks that you can create. For example: plain text, a heading, an image, a to-do list, a database or a calendar. By simply typing a slash, you get to see all the options there are. You can move each created block around easily to create a setup that works for you.

It takes a little bit of time to get the hang of it, so in the beginning it’s best to play around. You can use the templates created by others and simply adjust them until you’re more skilled. Or, of course, you can watch all the YouTube tutorials and become a pro in no time.

How to plan goals in Notion

Each new year comes with new intentions and goals. One important tip for achieving your goals, is to break them down into smaller steps and make a plan. Today I will show you how I plan my goals – and my life in general – in Notion. 

My 2021 planner consists of four different types of pages:

  • The overview page. On this page I can see my year at a glance: from my intentions and goals to all the monthly calendars.
  • The monthly calendar. These pages have all my to do’s for the month, divided into different weeks and days. 
  • The reflection page. This is the page that I use at the end of the month to reflect and to set intentions for the upcoming month.
  • The today page. This page is a simple list of my daily tasks and to do’s.

For each of these pages I will show you how I set them up and how it works. 

2021 overview page

First off there’s the 2021 planner, which is my overview of the year. Here I wrote down my intentions and goals for 2021. I planned my goals into more detail and also created monthly calendars.

Elements on this page and how to make them

  • I added a cover image from my library, chose an emoji that I liked and added the title ‘2021 planner’ to my page.
  • For the quote in the beginning I used the block that was already there in the template. I just changed the emoji and text. Now it reads: what the new year brings you depends a great deal on what you bring to the new year.
  • I created the titles by typing regular bold text. Then I selected my title and chose ‘colour’ in the menu. There, I changed the background colour to blue.
  • You get the dividers by simply typing /divider.
  • You get the bulleted list by simply typing /bulleted list.
  • The list of goals is a toggle. You type /toggle list and it appears. When you click on the little triangle, you open the toggle and you can add more elements (more on that below).
  • The monthly calendars are pages. You create them by typing /page. (I’ll show you later what this page actually looks like and how to make it.)
  • The planning goals per month section is a gallery. You create them by typing /gallery inline.  (I’ll explain more on this later.)

Plan goals in Notion: my 2021 goals

On my overview page you could already see that my goals are divided into categories. Each category has various goals and above you can see an example. A toggle could for example be in the category ‘work’ with the specific goal ‘start my own business’. Once you open the goal, you can write down why you want to achieve the goal and how you plan to do so. It is very important to have these two things clear to actually achieve your goals.

You can easily open and close the toggles, so you can choose how much information you see. If I want to look through my goals, I just open the categories. Want to check again what my plan is? Simple, I open the toggle. This way there’s not an information overload on the page and I can selectively see the goals I want to look at.

Plan goals in Notion: smaller steps per month

Then there is also the monthly plan, on which I didn’t elaborate before. I looked at each of my goals and planned what I need to do each month to achieve them. For example: if I want to read a book each month, I want to keep track of that. Or: I want to complete Spanish on Duolingo, so every two months I want to reach a new checkpoint.

To keep track of this, I created an overview per month. To do so, you type /gallery inline. I created a page for each month and then, after opening the specific page, I add a to-do list by typing /to-do list. This way you can easily check off what’s done and see which goals still needs some work.

Once I set up my monthly overview, I copy paste the goals to there and remove the part from the gallery. For me, this was just a good way to plan ahead for the year, without having to make all my monthly calendars already.

Monthly overview

Next up is my monthly overview; below you see January 2021. This is how I like to plan my month and keep track of daily to-do’s. In the section ‘this month’ I paste the monthly goals that I just mentioned. I also add whatever other thing I want to get done by the end of the month. Below that, I have all the weeks with all the days, where I note down specific to do’s.

Elements on this page and how to make them

  • I added a cover image from my library, chose an emoji that I liked and added the title January 2021 to my page.
  • For the quote in the beginning I copy pasted the block from my 2021 overview. I just changed the emoji and text.
  • I created the titles by typing regular bold text. Then I selected my title and chose ‘colour’ in the menu. There, I changed the background colour to blue.
  • You get the dividers by simply typing /divider.
  • The weeks have to do lists. You type /to do and it appears.
  • The monthly reflection is a page. You create it by typing /page. (I’ll show you later what this page actually looks like and how to make it.)

Monthly reflections

The next page that is part of my 2021 planner, is the monthly reflection. I haven’t actually used this one yet, as January still isn’t over, but it seems like a good way to reflect on the past month. On the top there’s a small section in which I can write some general thoughts on the month and the most important things that happened. Then there are some questions to help me reflect on the past month as well as some to set intentions for the next one. These prompts are from this template.

Elements on this page and how to make them

  • I added a cover image from my library, chose an emoji that I liked and added the title January 2021 to my page.
  • For the general thoughts block in the beginning I copy pasted the block from my 2021 overview. I just changed the emoji and text.
  • I created the titles by typing regular bold text. Then I selected my title and chose ‘colour’ in the menu. There, I changed the background colour to blue.
  • You get the dividers by simply typing /divider.
  • The lists of questions are toggles. You type /toggle list and it appears. When you click on the little triangle, you open the toggle and you can add more elements.

Plan goals in Notion: daily setup

The last page I have within my yearly planner is calledΒ today. This is a very simple page that only features a to do list. I like to use this list on a daily basis, where I copy the tasks from the weekly planner. I also add things like vacuum clean or grocery shopping onto there, so I know all the things I need to do during the day when I turn on my computer. In most cases I already plan it at the end of the day, so I feel prepared for the next one. And whenever something comes into my mind, I immediately add it to the list.

I hope this entry will help you to plan your goals and organise your life in Notion. For me it’s a super useful tool to keep track of many different things, of which I’ll share more in the future. Feel free to download my template to also plan your goals and life in Notion.

Other Notion templates I created:

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